Trefis: Highlights Week Ending 27 December 2013

Written by Trefis

Below is a summary of the activity at Trefis during the past week that Trefis thought Econintersect readers would find interesting.

Trefis is a financial community structured around trends, forecasts and insights related to some of the most popular stocks in the US. It provides the unique feature of allowing the user to model future valuation based upon projected changes in components of each business. It also provides communication capabilities among members, including consensus of member analysis compared to Trefis staff analysis and blogging opportunities for members.

Click on graphic for larger image and go to Trefis interactive page.

Click “Read more…” to see our clickable table of contents with the most covered companies (more than 1 article) of the week identified.

Table of Contents for the 42 top stories this week:

Technology (15 articles)

• Apple, 2 articles (10, 14)

Consumer (12 articles)

• Philip Morris, 2 articles (2, 5)

Energy & Utilities (7 articles)

• BP, 3 articles (2, 4, 5)

Industrials & Transportation (3 articles)

Basic Materials (2 articles)

Media & Telecom (2 articles)

Financial Services (1 article)

Health Care (1 article)

All 42 investment stories this week are listed below.

Technology

1. Nvidia’s Upgraded Tegra Note 7 To Expand Its Presence In Mobile Computing on December 27th
2. Groupon: The Year 2013 In Review on December 27th
3. Microsoft’s Bing To Aid Turnaround In Online Services on December 27th
4. Factors That Will Drive Broadcom’s Growth In 2014 on December 27th
5. An Overview Of Perfect World’s Businesses on December 26th
6. Key Trends Impacting Baidu’s $143 Valuation on December 26th
7. eBay: The Year 2013 In Review on December 26th
8. Mac Pro Deal Can Raise AMD’s Share in Professional Graphics on December 26th
9. Lexmark Is Worth $38 on December 26th
10. Apple Finally Signs iPhone Deal With China Mobile, Unlocking Billions In Value on December 24th
11. Cree To Retain Its Growth Momentum In 2014 on December 24th
12. Zynga, With A Tough 2013 In Review, Looks Ahead on December 24th
13. The Impact Of Facebook’s Follow-On Stock Offering on December 23rd
14. Apple’s China Mobile Deal May Only Be A Matter Of Time; Could Add Billions In Value on December 23rd
15. Accenture Results: Order Book Improves Indicating Strong Demand For Outsourcing And Consulting on December 23rd

Consumer

1. Ann’s Key Developments In Year 2013 on December 27th
2. Philip Morris International In 2013: A Tough Year In Review on December 27th
3. What Will Drive Costco’s Average Sales Per Member ? on December 26th
4. Cola Wars In Russia (Part 2) on December 26th
5. Altria, Philip Morris International Join Forces In Commercializing Cigarette Alternatives on December 26th
6. Honda To Unveil Major Models At The Upcoming Detroit Motor Show on December 24th
7. Russia Can Be A Lucrative Market For Abercrombie’s European Business on December 24th
8. A Look At The Asia-Pacific Market For Estée Lauder And L’Oréal on December 23rd
9. Walgreen Reports A Strong Q1’14 Backed By New Partnerships on December 23rd
10. Sycamore Partners To Buy Jones Group For $15 Per Share on December 23rd
11. Higher Expenses And Currency Fluctuations To Compress Ford’s 2014 Profits on December 23rd
12. Daimler AG: Trends To Watch Out For In 2014 on December 23rd

Energy & Utilities

1. What To Expect From ANR’s Metallurgical Coal Business In 2014 on December 27th
2. BP Set To Start Processing More Of Cheaper Canadian Crude At Its Whiting Refinery on December 27th
3. What To Expect From Chesapeake Energy In 2014 on December 26th
4. BP-Led Group Set To Develop A New Source Of Natural Gas For Europe on December 24th
5. BP Signs A Tight Agreement To Develop A Huge Omani Gas Field on December 24th
6. First Solar Regaining Its Edge Over Chinese Manufacturers on December 23rd
7. SunPower’s Key Risks In 2014 on December 23rd

Industrials & Transportation

1. Mining Weakness Could Persist To Weigh On Caterpillar’s Results In 2014 on December 27th
2. Higher Commercial Deliveries And International Defense Sales Will Drive Boeing’s Growth In 2014 on December 26th
3. Gains From Restructuring & Expansion In Emerging Markets Will Drive Johnson Controls’ Growth In 2014 on December 24th

Basic Materials

1. Barrick Sells Australian Mine To Cut Costs And Debt on December 27th
2. Vale Sells Additional Stake In Logistics Unit To Fund Core Business Expansion on December 27th

Media & Telecom

1. Dish Gets FCC Nod For Flexibility Of Frequencies; Will Bid For H-Block Auction In Jan 2014 on December 27th
2. BlackBerry Cuts Costs With Foxconn Deal, Doubles Down On Enterprise and BBM on December 23rd

Financial Services

1. Citigroup’s Insurance Deal With AIA Unlocks Easy Revenue Stream on December 23rd

Health Care

1. Johnson & Johnson: The Year 2013 In Review on December 27th